Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding COL GLBL TECH GROWTH - I in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $2.3M |
| 2 | HYLAN DATACOM & ELECTRICAL, LLC HYLAN DATACOM & ELECTRICAL, LLC 401(K) PLAN | HOLMDEL NJ | 194 | $11.6M | $802K |
| 3 | CMC RESCUE, INC. CMC RESCUE, INC. 401(K) PLAN |
GOLETA CA |
| 98 |
| $7.2M |
| $377K |
| 4 | FLAGSHIP ENTERPRISES HOLDING FLAGSHIP HOLDING PROFIT SHARING AND 401(K) PLAN | SAN JOSE CA | 1,788 | $17.1M | $302K |
| 5 | POLYGON US CORPORATION POLYGON US CORPORATION 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 148 | $18.5M | $301K |
| 6 | BETTERCLOUD, INC. BETTERCLOUD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 83 | $10.3M | $266K |
| 7 | EQUALITY CHARTER SCHOOL EQUALITY CHARTER SCHOOL 401(K) RETIREMENT PLAN | BRONX NY | 123 | $8.7M | $29K |
